The Illusion of Attention

Jan 22, 2018

1:18 pm

“The biggest mistake is being fearful of making a mistake” – anonymous In a test, students are asked to identify players playing basketball in white shirts. In the midst of the video, a student dressed as a gorilla walks onto the court pounds his chest and walks off. At the end of the test, half…

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PMS Performance, Thoughts on the Rising Crude, Rates and Inflation Trifecta

Jan 8, 2018

1:59 pm

Performance Attribution for own in-house DPMS products. Indian Sanctum Titans Performance Our Flagship Strategy Indian Sanctum Titans Delivered a 51.0% Absolute Return in CY 2017… …Outperforming the NSE 200 by 17.6%… …and Outperforming the Nifty 50 by 22.4% Sanctum Titans Had Zero Negative Performance Months in 2017… …Demonstrating Low Downside Volatility… …Versus Four Negative Return…

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Asset Pairs Quarterly

Dec 11, 2017

12:30 pm

“Experience is what you got when you didn’t get what you wanted” – Howard Marks Outlook Publishing mid year and year end outlooks allows us to step back and ponder the big picture. This year, we share our findings on the outcome of reforms of the nature pursued by the government. In brief, we find…

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Repo Rate and Policy Tone Maintained at 6% and Neutral Respectively

Dec 6, 2017

2:05 pm

The Reserve Bank of India today decided to keep the policy repo rate unchanged at 6% in an “effective” 5-to-1 vote. 5 voted for status quo, while Dr. Ravindra Dholakia voted for a 25bps cut. The MPC maintained its neutral stance on monetary policy and achieving a medium-term target for CPI of 4% ± 2%,…

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